KCI ROTARY EDUCATIONAL FOUNDATION

EIN: 431847129 501(c)(3) Education

KANSAS CITY, MO

Total Revenue
$56,005
Total Expenses
$19,706
Total Assets
$738,183
Net Assets
$738,183
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
MO
Principal Officer
JACOB WILSON
Phone
8164897878
Tax Period
2020-01-01 to 2020-12-31

KCI ROTARY EDUCATIONAL FOUNDATION, founded in 1999, is a micro nonprofit in the Education sector that reported $56K in total revenue in fiscal year 2020. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 65% operating margin.

Mission

POST-SECONDARY EDUCATIONAL SCHOLARSHIPS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $56,005
Other Revenue $0
TOTAL REVENUE $56,005

Expense Breakdown

Grants Paid $14,100
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $19,706
Other Expenses $5,606
TOTAL EXPENSES $19,706

Year-over-Year Comparison

2020 2019 Change
Revenue $56,005 $24,362 +1.3%
Expenses $19,706 $14,761 +0.3%
Net Income $36,299 $9,601 +2.8%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JENNIFER BERGMAN PRESIDENT EL N/A
Officer
$0 $0 $0
LYNN MCCLURE PAST PRESIDE N/A
Officer
$0 $0 $0
JACOB WILSON PRESIDENT 1.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2020 $56,005 $19,706 $738,183 $36,299
2019 $24,362 $14,761 $656,706 $9,601
2018 $-652 $11,148 $526,472 $-11,800
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